According to Taiwan's Business Next, as Moore's Law gradually reaches its limits, semiconductor manufacturers are transitioning from 2D to 3D chip stacking and packaging to increase transistor counts for improved performance. The final step, "packaging," has become crucial. In line with this trend, ...

Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to US $38.1 billion, marking a 12.5% quarterly increase. In this rising tide, NVIDIA seized the crown, officially dethroning Qualcomm as the...

According to Taiwan's TechNews, the ongoing soft demand for smartphones, combined with Huawei's launch of the Mate 60 Pro, has severely impacted Qualcomm. Reports within the Chinese industry suggest that Qualcomm is planning significant layoffs in China, with severance costs estimated to be as high ...

According to a report by China's Jiwei, there have been indications of a positive turnaround in the Chinese MCU market recently. Some components are experiencing inventory replenishment, and certain MCU manufacturers have noted an upward trend in component prices, suggesting a gradual stabilization ...

In the third quarter of 2023, the passive component industry's inventory has returned to normal levels. However, it continues to deplete due to sluggish end-demand. Nevertheless, downstream customers in the mobile phone and automotive sectors have begun rebuilding their inventories. Ample Electronic...